BRWA
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B. Riley Wealth Advisors’s Babcock & Wilcox BW Stock Holding History

B. Riley Wealth Advisors’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$143K Buy
+10,160
New +$172K 0.01% 807
2025
Q2 		– Sell
-14,560
Closed -$9.79K – 1085
2025
Q1 		$9.79K Hold
14,560
– – ﹤0.01% 1317
2024
Q4 		$23.9K Sell
14,560
-2,349
-14% -$4.97K ﹤0.01% 1130
2024
Q3 		$34.4K Buy
16,909
+4,609
+37% +$6.55K ﹤0.01% 1245
2024
Q2 		$17.8K Buy
+12,300
New +$14.8K ﹤0.01% 1366
2024
Q1 		– Sell
-12,300
Closed -$18K – 1457
2023
Q4 		$18K Buy
+12,300
New +$26.2K ﹤0.01% 1374
2023
Q1 		– Sell
-12,797
Closed -$73.8K – 1533
2022
Q4 		$73.8K Hold
12,797
– – ﹤0.01% 1389
2022
Q3 		$82K Buy
+12,797
New +$95.1K ﹤0.01% 1345

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Riley Wealth Advisors's BW Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Babcock & Wilcox (BW) in Q2 2026: 10,160 shares worth $143K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in BW as recently as Q1 2025.

B. Riley Wealth Advisors first reported a position in BW in Q3 2022 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • B. Riley Wealth Advisors held 10,160 shares of Babcock & Wilcox worth $143K as of Q2 2026.
  • Babcock & Wilcox was a new B. Riley Wealth Advisors position in Q2 2026.
  • Babcock & Wilcox made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #807 holding.
  • B. Riley Wealth Advisors first reported a position in Babcock & Wilcox in Q3 2022 and has held it in 8 quarters since.
  • 201 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.